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Eli Lilly

4,428 hedge funds and large institutions have $848B invested in Eli Lilly in 2025 Q4 according to their latest regulatory filings, with 719 funds opening new positions, 1,696 increasing their positions, 1,611 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 719 | Existing positions closed: 109

92% more funds holding in top 10

Funds holding in top 10: 254488 (+234)

45% more capital invested

Capital invested by funds: $583B → $848B (+$264B)

14% more funds holding

Funds holding: 3,8974,428 (+531)

2.76% more ownership

Funds ownership: 80.84%83.6% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 1,696 | Existing positions reduced: 1,611

3% more call options, than puts

Call options by funds: $17.2B | Put options by funds: $16.7B

Holders
4,428
Holders Change
+531
Holders Change %
+13.63%
% of All Funds
53.85%
Holding in Top 10
488
Holding in Top 10 Change
+234
Holding in Top 10 Change %
+92.13%
% of All Funds
5.93%
New
719
Increased
1,696
Reduced
1,611
Closed
109
Calls
$17.2B
Puts
$16.7B
Net Calls
+$555M
Net Calls Change
+$1.71B
Name Holding Trade Value Shares
Change
Change in
Stake
CMANY
2001
Capital Management Associates (New York)
New York
$2.79M
MUAMU
2002
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.79M +$861K +900 +53%
HIS
2003
Harvest Investment Services
Illinois
$2.79M +$312K +326 +14%
BSB
2004
Bangor Savings Bank
Maine
$2.79M -$537K -562 -18%
APG
2005
Abacus Planning Group
South Carolina
$2.79M +$111K +116 +5%
FF
2006
Farrow Financial
Vermont
$2.79M +$7.65K +8 +0.3%
KCAM
2007
Kagan Cocozza Asset Management
New Jersey
$2.78M -$15.3K -16 -0.6%
WPP
2008
Whalerock Point Partners
Rhode Island
$2.78M -$167K -175 -6%
MWM
2009
Mattern Wealth Management
Kansas
$2.77M -$38.2K -40 -2%
CCC
2010
Compass Capital Corp
Massachusetts
$2.77M +$8.61K +9 +0.3%
TNAM
2011
Terra Nova Asset Management
New York
$2.77M +$473K +495 +24%
AA
2012
Armis Advisers
Georgia
$2.77M +$133K +139 +5%
AWA
2013
Alta Wealth Advisors
Massachusetts
$2.76M +$29.6K +31 +1%
NAMNJ
2014
NorthStar Asset Management (New Jersey)
New Jersey
$2.75M +$79.4K +83 +3%
PCM
2015
Pincus Capital Management
New York
$2.75M +$2.44M +2,555 New
MCM
2016
Marathon Capital Management
Maryland
$2.74M -$33.5K -35 -1%
LFA
2017
Laraway Financial Advisors
Minnesota
$2.74M -$129K -135 -5%
AIIMS
2018
Analyst IMS Investment Management Services
Israel
$2.73M +$1.03M +1,080 +74%
T
2019
TrustBank
Illinois
$2.73M +$2.43M +2,541 New
BHB
2020
Bank Hapoalim BM
Israel
$2.72M -$164K -172 -6%
RMAM
2021
Raab & Moskowitz Asset Management
New Jersey
$2.72M +$33.5K +35 +1%
UW
2022
Unique Wealth
Florida
$2.72M -$537K -562 -18%
CSI
2023
Cross Staff Investments
New York
$2.71M
LK
2024
Lumbard & Kellner
New Hampshire
$2.71M
GSWM
2025
Greenup Street Wealth Management
Michigan
$2.7M +$2.41M +2,516 New